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Restaurants  // Browsing posts in Restaurants

Price Pressure, Competition Coming for Beyond Meat But Demand Not Slowing (BYND)

Research Question: Can Beyond Meat get the cost of its plant-based meats competitive with animal products? Companies: BYND, COST, DNKN, KR, MCD, MLFNF, NSRGY, QSR, SYY, TSN, UL, YUM By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Beyond Meat Inc. (BYND) is not close to getting the cost of its […]

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Papa John’s Turnaround Faces Uphill Climb That Will Take Time (PZZA)

Research Question: Will Papa John’s turnaround initiatives reverse declining sales? Companies: CMG, DPZ, DRI, GRUB, JACK, PZZA, UBER, YUM By: David Franklin Click here to download report (.pdf)   Summary of Findings Papa John’s International Inc. (PZZA) faces a formidable challenge in reversing its sales decline and improving its brand image. Sources think it can […]

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Papa John’s Idea Proposal (PZZA)

Papa John’s Idea Proposal (PZZA)

Will Papa John’s turnaround initiatives reverse declining sales? Report Available: July 31, 2019   Blueshift’s initial research found PZZA trying desperately to recover from a year and a half of controversy and declining sales. PZZA’s sales were already in decline when its founder, John Schnatter, added to the problems with damaging comments and behavior. Schnatter […]

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Grubhub Delivers Disappointing Results for Subway, Taco Bell (GRUB)

Research Question: How are Grubhub’s partnerships with Subway and Taco Bell progressing? Companies: GRUB, YUM By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Grubhub Inc. (GRUB) is not having a significant effect on Subway or Taco Bell (Yum Brands Inc./YUM) sales since the launch of partnerships with these companies. This […]

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Grubhub Starting to Lose Share to Uber Eats, DoorDash (GRUB)

Research Question: Will Grubhub wilt in 2019 under pressure from competitors? Companies: AMZN, GRPN, GRUB, MCD, NCR, YUM By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Grubhub Inc. (GRUB) is losing share to Uber Eats and DoorDash, according to five of eight sources using Grubhub and competitors. This is a […]

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Grubhub Idea Proposal (GRUB)

Grubhub Idea Proposal (GRUB)

Will Grubhub wilt in 2019 under pressure from competitors? Report Available: March 14, 2019   Blueshift’s ongoing research found GRUB with divisive earnings results raising concerns about its rising costs but also feeding optimism that its spending will pay off with a strong 2019 in new markets. Competition is as fierce as ever which is […]

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Grubhub Is Not Losing Share But Trails in Usage and Popularity (GRUB)

Research Question: Is Grubhub losing share to competitors? Companies: AMZN, BWLD, CMG, GRUB, MCD, WEN, YUM By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Grubhub Inc. (GRUB) may not be losing share to competitors, but it has a smaller share of online food delivery orders than its rivals and a […]

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Report Update: Grubhub Continues to Outperform Competitors, Including UberEATS (GRUB)

Research Question: Will Grubhub’s purchase of Eat24 be enough to hold off competitors? Companies: AMZN, GRPN, GRUB, MCD, PNRA, SQ, YELP By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Grubhub Inc. (GRUB) remains the top performing delivery business, outpacing all competitors, according to a frozen yogurt franchise owner source who […]

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Grubhub to Stay Ahead of Competitors with Purchase of Eat24 (GRUB)

Research Question: Will Grubhub’s purchase of Eat24 be enough to hold off competitors? Companies: AMZN, GRPN, GRUB, MCD, PNRA, SQ, YELP By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Grubhub Inc.’s (GRUB) purchase of Eat24 will help it keep its competitors at bay, a reversal of sentiment toward the company […]

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Grubhub Feeling the Heat from UberEATS and Other Delivery Services (GRUB)

Research Question: Will Grubhub fend off UberEATS and Amazon? Companies: AMZN, GRPN, GRUB, SQ, YELP   By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Grubhub Inc. (GRUB) faces mounting pressure from competitors and is finding it more difficult to fight them off. This worrisome trend for the company is a […]

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